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Charles L. Youngman

KINDLING MBD
CHAMBLEE, GA 30341-4967
Some features on this profile are disabled
CRD#: 6115289
CY

Professional summary

Charles Ludwig Youngman IV, who also goes by Chuck Youngman, Charles IV Youngman, Charles Ludwig Youngman, is a registered financial professional currently at KINDLING MBD LLC located in Chamblee, Georgia.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2012. Charles has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chuck Youngman | Charles Iv Youngman | Charles Ludwig Youngman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charles Ludwig Youngman IV's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 11, 2026 - Present

KINDLING MBD LLC

Office #1: 1954 Airport Rd Suite 101, Chamblee, GA 30341-4967
BD
CRD#: 331366
CHAMBLEE, GA
Past

April 30, 2023 - May 17, 2024

JUMPSTART SECURITIES, LLC

BD
CRD#: 156214
ATLANTA, GA
Past

September 30, 2021 - June 26, 2025

1776 WEALTH LLC

RIA
CRD#: 286321
SANDY SPRINGS, GA
Past

September 25, 2019 - October 4, 2021

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

September 24, 2019 - October 4, 2021

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
ATLANTA, GA
Past

August 18, 2015 - December 13, 2017

HARRISDIRECT LLC

RIA
CRD#: 42159
ALPHARETTA, GA
Past

October 5, 2012 - December 13, 2017

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/16/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/19/2017
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/21/2026
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

KM
KINDLING MBD LLC
KINDLING MBD LLC

CRD#: 331366 / SEC#: , 8-71258

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1954 Airport Rd Suite 101, Chamblee, GA 30341-4967
Mailing Address
1954 Airport Rd Suite 101, Chamblee, GA 30341-4967
Phone number
(973) 650-4385
Established
Nevada since 03/08/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
KINDLING LLCDIRECT OWNER
BEYTELL, PHILIP LAURIECHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER4828145
ONESTO, RICHARD ERNESTFINOP/GENERAL SECURITIES PRINCIPAL2453096

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KINDLING MBD LLC

CRD#: 331366Chamblee, GA 30341-4967

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